Tagging/Dispositions
What tagging level would a customer admin calling in to request 30 employees have their order expedited with the fee waived be?
Level 2
What integration requires a 2 step syncing process?
QuickBooks Desktop
How long do you have to dispute a MasterCard transaction before it will no longer allow you to dispute?
60 days after the transaction clears
What rewards redemption type would have the highest possible payout ratio to points?
What does a bank ID with numbers and letters tell us about the type of account we are working on?
They are a Visa account
What is the tag/disposition that we would use for a customer calling in to check on the status of an existing card order that is already on its way?
Card_Shipping_L1
What do you call the options on the left-hand side when configuring the Chart of Accounts?
An account
How long do you have to dispute a Visa transaction before it will no longer allow you to dispute?
120 day after the transaction clears
Where do you go to check the custom rewards agreement cashback percentage?
In the Custom Rewards Agreement section of Salesforce or the new Custom Rewards Agreement dashboard.
What form of payment is no longer accepted by Divvy as of March 1st?
Check payments
What tag/disposition would we use for customers who are looking for the Visa/MasterCard benefits guide?
Cards_Details_L1
Which accounting integration requires you to log in directly through the integrations log-in portal in order to establish the integration?
QuickBooks Online
What does it mean if a transaction is credited back, but the same transaction reappears for the same amount before the end of the dispute window?
Merchant Rebuttal!
What percentage of their credit line needs to be spent in order to earn rewards points for a given month?
30% of the credit line
What does the MCC of a transaction indicate or tell us about the transaction?
What is the merchant category code for the type of merchant the transaction was with?
What tag would we use for customers calling in because they do not have enough funds assigned to them to request a reimbursement, but the budget does have enough available funds?
Reimbursements_FundRequest_L1
What accounting integration has 2 different setup processes depending on the type of account you have?
Netsuite (One World and non One World)
For what type of transactions will the disputed indicator appear on transactions that have been disputed?
Only Visa
Is it possible for some customers to be reimbursed for travel spend not made through Travel Perk?
Yes, if an interim travel solution is approved through the #Help Rewards Slack channel or Trip Action is grandfathered in.
What is the highest weighted question on the QA rubric?
1.1 Did we take ownership of the issue throughout the interaction? (20%)
What tag/disposition would we use for customers calling in to be able to add their Visa virtual card to their Apple Pay wallet? (Tag and Level please!)
Cards_Tokenization_L2
How do you blacklist a specific merchant on a Visa account?
You cannot
What is one type of card transaction that is not eligible to earn rewards points?
Foreign Transactions and Plastiq Spend
ACH Freeze